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Paraplanning Excellence - A Day of High Level Investment and Industry Training & Insights, 31st October 2013

Paraplanning Event

5 Aug 2013

Paraplanning Excellence will take place on Thursday 31st October 2013 at the offices of Schroders, 31 Gresham Street, London.

Paraplanning ExcellenceA one day event created specifically for the paraplanners from the top IFA firms in the UK, its goal is to provide investment focused training and networking. It has been put together in association with Invesco Perpetual and Schroders – both leaders in asset management.

The day is free to attend and is funded by both Invesco Perpetual and Schroders, the purpose for them being there is purely strategic. They are there to engage strategically in what is going on in the industry, to add value on the day and to set their product proposition accordingly.

The benefits of attending are that paraplanners get to network with like-minded peers; to engage strategically in what is going on in the industry; to consider the current and future strategic issues and trends facing the industry during these volatile times; case study learning; and to identify and propose appropriate solutions. It also has CPD accreditation.

The event is being organised on behalf of the two investment firms by Owen James. If you have any questions or would like to attend please call Karen Mackenzie at Owen James on 01483 862693 or email

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